+1,714.7%
PLTR vs RCL
+421.6%
+1,293.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.7% |
| 7D | +0.4% | +0.6% | -0.2% | +0.3% |
| 30D | -17.5% | +19.4% | -36.9% | -23.3% |
| 3M | -1.5% | +9.8% | -11.2% | -5.8% |
| 6M | +25.9% | +28.6% | -2.7% | +11.3% |
| YTD | -3.0% | +22.2% | -25.2% | -15.5% |
| 1Y | -9.7% | +29.7% | -39.4% | -23.9% |
| 3Y | +776.5% | +265.3% | +511.2% | +364.0% |
| 5Y | +649.9% | +301.8% | +348.1% | +251.8% |
| All | +1,714.7% | +421.6% | +1,293.1% | +731.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RCL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling